GLOBAL X FDS (SHLD)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
583
Reporting holders
$4.3B
Reported value
0.7%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $604.8M | 10,128,782 | 0.04% | 7q | +5.8%+$33.0M |
| LPL Financial LLC | $315.9M | 5,291,103 | 0.07% | 9q | +6.4%+$19.1M |
| JPMORGAN CHASE & CO | $257.7M | 4,389,422 | 0.01% | 6q | +16.6%+$36.6M |
| PeakShares LLC | $237.2M | 3,973 | 0.18% | 2q | +101.4%+$119.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $231.4M | 3,897,587 | 0.28% | 7q | -3.6%-$8.7M |
| MORGAN STANLEY | $217.1M | 3,635,394 | 0.01% | 7q | +2.1%+$4.4M |
| BANK OF MONTREAL /CAN/ | $187.5M | 3,140,770 | 0.06% | 6q | +13.1%+$21.7M |
| Merit Financial Group, LLC | $140.0M | 2,345,212 | 0.43% | 7q | +179.5%+$89.9M |
| ENVESTNET ASSET MANAGEMENT INC | $81.4M | 1,362,699 | 0.02% | 9q | +30.5%+$19.0M |
| RAYMOND JAMES FINANCIAL INC | $74.3M | 1,244,427 | 0.02% | 7q | +12.8%+$8.5M |
| OneDigital Investment Advisors LLC | $73.5M | 1,230,452 | 0.62% | 6q | +25.3%+$14.8M |
| OSAIC HOLDINGS, INC. | $59.5M | 997,148 | 0.07% | 11q | +21.4%+$10.5M |
| STIFEL FINANCIAL CORP | $58.1M | 973,435 | 0.05% | 9q | +68.2%+$23.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.6M | 948,362 | 0.03% | 6q | +48.2%+$18.4M |
| Sanctuary Advisors, LLC | $53.3M | 892,482 | 0.25% | 8q | +15.8%+$7.3M |
| SOFI WEALTH, LLC | $49.2M | 823,592 | 1.98% | 4q | +10.7%+$4.8M |
| JANE STREET GROUP, LLC | $49.1M | 763,024 | 0.00% | 10q | -23.9%-$15.4M |
| UBS Group AG | $46.8M | 727,323 | 0.01% | 6q | -10.7%-$5.6M |
| Henshaw Capital LLC | $45.3M | 759,000 | 1.47% | 6q | HELD |
| ROYAL BANK OF CANADA | $41.8M | 699,345 | 0.01% | 9q | -14.4%-$7.1M |
| Global X Japan Co., Ltd. | $41.1M | 689,061 | 1.51% | 2q | -11.7%-$5.5M |
| NewEdge Advisors, LLC | $40.3M | 675,460 | 0.12% | new | NEW |
| Cetera Investment Advisers | $37.3M | 624,679 | 0.03% | 8q | -4.5%-$1.8M |
| Arax Advisory Partners | $37.1M | 622,078 | 0.25% | 3q | +189.9%+$24.3M |
| Advocacy Wealth Management, LLC | $35.1M | 587,492 | 1.27% | 4q | +25.1%+$7.0M |
| BENJAMIN EDWARDS INC | $33.0M | 553,219 | 0.30% | 6q | +85.1%+$15.2M |
| Integrated Wealth Concepts LLC | $31.5M | 527,958 | 0.15% | 5q | +151.2%+$19.0M |
| Ascent Group, LLC | $26.5M | 444,378 | 0.79% | 4q | +29.4%+$6.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.7M | 214,462 | 0.00% | 12q | -23.2%-$7.5M |
| AE Wealth Management LLC | $24.7M | 413,512 | 0.12% | 7q | -9.1%-$2.5M |
| Cerity Partners LLC | $23.2M | 389,073 | 0.03% | 2q | +28.8%+$5.2M |
| Triad Wealth Partners, LLC | $23.0M | 358,058 | 1.36% | 4q | +67.3%+$9.3M |
| CreativeOne Wealth, LLC | $21.8M | 365,846 | 0.47% | 4q | +25.2%+$4.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $21.3M | 355,947 | 1.05% | 4q | +32.8%+$5.3M |
| Goldstein Advisors, LLC | $20.0M | 335,543 | 1.83% | 4q | +37.8%+$5.5M |
| MEITAV INVESTMENT HOUSE LTD | $19.6M | 327,597 | 0.13% | new | NEW |
| Shepherd Financial Partners LLC | $17.8M | 297,514 | 1.46% | 4q | +30.2%+$4.1M |
| Vise Technologies, Inc. | $17.6M | 295,524 | 0.20% | 4q | +504.6%+$14.7M |
| MML INVESTORS SERVICES, LLC | $16.8M | 281,535 | 0.03% | 10q | -10.4%-$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $16.0M | 267,424 | 0.02% | 8q | +16.8%+$2.3M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $15.7M | 262,921 | 0.25% | 6q | +113.3%+$8.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $14.7M | 245,627 | 0.60% | new | NEW |
| VALLEY WEALTH MANAGERS, INC. | $14.5M | 243,238 | 0.84% | 6q | +25.6%+$3.0M |
| MGO ONE SEVEN LLC | $13.6M | 227,846 | 0.22% | 4q | +30.3%+$3.2M |
| Patton Albertson Miller Group, LLC | $13.4M | 224,449 | 1.33% | 3q | +16.5%+$1.9M |
| Evolution Wealth Advisors, LLC | $13.1M | 220,193 | 1.54% | 5q | +5.7%+$709.3K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $12.5M | 213,508 | 0.01% | 2q | -2.4%-$308.3K |
| Horst & Graben Wealth Management LLC | $12.4M | 202,340 | 1.63% | 4q | +30.6%+$2.9M |
| West Wealth Group, LLC | $12.2M | 204,917 | 2.00% | 4q | +27.9%+$2.7M |
| KWB Wealth | $12.2M | 204,879 | 1.05% | 3q | +100.5%+$6.1M |
| Rockefeller Capital Management L.P. | $11.9M | 198,994 | 0.02% | 8q | +141.0%+$7.0M |
| Vestmark Advisory Solutions, Inc. | $11.8M | 197,160 | 0.11% | 2q | +125.8%+$6.6M |
| Decker Wealth Management LLC | $11.5M | 193,358 | 2.45% | 3q | -2.5%-$292.3K |
| EQ LLC | $11.4M | 191,016 | 2.80% | 4q | +64.3%+$4.5M |
| Marks Group Wealth Management, Inc | $11.2M | 187,085 | 0.97% | new | NEW |
| CFS Investment Advisory Services, LLC | $11.2M | 174,549 | 0.74% | 4q | -2.9%-$333.1K |
| Stratos Wealth Partners, LTD. | $11.0M | 184,568 | 0.11% | 6q | -40.1%-$7.4M |
| Scarborough Advisors, LLC | $11.0M | 172,055 | 1.26% | 4q | +18.3%+$1.7M |
| GOLDMAN SACHS GROUP INC | $10.8M | 180,254 | 0.00% | 3q | +34.1%+$2.7M |
| Perigon Wealth Management, LLC | $10.7M | 178,386 | 0.17% | 5q | -16.6%-$2.1M |
| CITADEL ADVISORS LLC | $10.3M | 76,567 | 0.00% | 7q | -32.4%-$4.9M |
| EWA, LLC | $10.2M | 170,302 | 1.86% | 4q | +31.4%+$2.4M |
| Physician Wealth Advisors, Inc. | $10.1M | 169,122 | 1.21% | 4q | +35.9%+$2.7M |
| Tennessee Valley Asset Management Partners | $9.9M | 165,561 | 1.09% | 4q | +8.5%+$772.5K |
| Security Financial Services, INC. | $9.7M | 162,500 | 1.35% | 4q | +16.4%+$1.4M |
| Farther Finance Advisors, LLC | $9.5M | 159,160 | 0.07% | 5q | +90.4%+$4.5M |
| Pettinga Financial Advisors LLC | $9.5M | 158,324 | 1.52% | 4q | +20.7%+$1.6M |
| New England Private Wealth Advisors LLC | $9.4M | 149,135 | 0.91% | 6q | +1092.0%+$8.6M |
| Kelly Financial Services LLC | $9.4M | 157,258 | 2.01% | 4q | +14.0%+$1.2M |
| HighTower Advisors, LLC | $9.3M | 155,372 | 0.01% | 5q | +90.1%+$4.4M |
| Cardinal Strategic Wealth Guidance | $9.2M | 154,389 | 2.09% | 3q | +89.4%+$4.4M |
| Stonebrook Private Inc. | $9.2M | 153,572 | 1.67% | 4q | +33.2%+$2.3M |
| D. E. Shaw & Co., Inc. | $9.0M | 149,904 | 0.00% | new | NEW |
| Strategic Blueprint, LLC | $8.8M | 147,408 | 0.44% | 4q | +20.2%+$1.5M |
| POTENTIA WEALTH | $8.6M | 143,846 | 3.52% | 4q | -5.6%-$507.4K |
| Keystone Financial Group | $8.3M | 139,364 | 0.49% | 6q | +32.2%+$2.0M |
| Plancorp, LLC | $8.3M | 136,498 | 0.20% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $8.0M | 137,010 | 0.00% | 4q | +39.8%+$2.3M |
| Foguth Wealth Management, LLC. | $7.9M | 131,078 | 0.90% | 4q | +75.8%+$3.4M |
| Embree Financial Group | $7.8M | 130,116 | 0.78% | 4q | +64.0%+$3.0M |
| Savvy Advisors, Inc. | $7.8M | 129,990 | 0.16% | 2q | +28.0%+$1.7M |
| BECK CAPITAL MANAGEMENT, LLC | $7.7M | 129,675 | 1.43% | 8q | HELD |
| BEACON FINANCIAL GROUP | $7.7M | 128,904 | 0.70% | 4q | +25.7%+$1.6M |
| Midwest Capital Advisors, LLC | $7.6M | 127,758 | 3.10% | 4q | +32.9%+$1.9M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $7.5M | 126,408 | 1.12% | 5q | +14.7%+$967.4K |
| MA Private Wealth | $7.5M | 125,366 | 1.11% | 3q | +8.4%+$578.1K |
| One Wealth Advisors, LLC | $7.3M | 122,090 | 0.80% | 4q | +12.9%+$835.5K |
| NATIONAL BANK OF CANADA /FI/ | $7.3M | 121,707 | 0.01% | 9q | +337.7%+$5.6M |
| Sharkey, Howes & Javer | $6.8M | 113,048 | 0.81% | 10q | +9.6%+$593.9K |
| ONE Advisory Partners, LLC | $6.7M | 111,594 | 1.81% | 4q | +22.6%+$1.2M |
| Steward Partners Investment Advisory, LLC | $6.6M | 110,759 | 0.03% | 10q | -34.2%-$3.4M |
| Stokes Family Office, LLC | $6.6M | 110,071 | 0.77% | 4q | -2.6%-$174.7K |
| Bridgelight Financial Advisors, Inc. | $6.5M | 109,512 | 4.48% | new | NEW |
| Private Advisor Group, LLC | $6.4M | 107,740 | 0.03% | 5q | -31.7%-$3.0M |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.3M | 104,905 | 0.12% | 5q | +7.4%+$432.1K |
| Mariner, LLC | $6.2M | 104,030 | 0.01% | 5q | +14.1%+$767.6K |
| Buttonwood Financial Group, LLC | $6.2M | 103,100 | 3.52% | 4q | +25.2%+$1.2M |
| EHRLICH FINANCIAL GROUP | $6.1M | 101,933 | 3.13% | 4q | +23.3%+$1.2M |
| Concurrent Investment Advisors, LLC | $6.0M | 101,207 | 0.05% | 4q | +20.0%+$1.0M |
| CIBC WORLD MARKET INC. | $5.9M | 99,296 | 0.01% | 5q | +5.1%+$286.8K |
Showing the largest 100 of 608 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 583 | $4.3B | 72,026,362 | 77 | 308 | 126 | 0.7% |
| Q1 2026 | 584 | $4.5B | 63,128,776 | 134 | 338 | 59 | 0.6% |
| Q4 2025 | 473 | $2.8B | 43,175,763 | 77 | 233 | 90 | 0.5% |
| Q3 2025 | 401 | $2.7B | 38,144,581 | 184 | 138 | 37 | 0.7% |
| Q2 2025 | 236 | $1.2B | 19,080,357 | 118 | 76 | 22 | 1.0% |
| Q1 2025 | 126 | $510.1M | 10,959,857 | 55 | 47 | 15 | 0.1% |
| Q4 2024 | 100 | $274.4M | 7,332,882 | 35 | 26 | 20 | 0.0% |
| Q3 2024 | 77 | $321.8M | 8,643,553 | 45 | 13 | 7 | 0.0% |
| Q2 2024 | 35 | $149.3M | 4,506,597 | 22 | 6 | 0 | 0.0% |
| Q1 2024 | 13 | $9.8M | 295,101 | 9 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $1.3M | 47,403 | 1 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $2.6M | 107,437 | 2 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $1.1M | 36,056 | 1 | 1 | 1 | 0.0% |
| Q2 2021 | 2 | $2.5M | 74,411 | 0 | 1 | 1 | 0.0% |
| Q1 2021 | 3 | $2.7M | 81,938 | 1 | 0 | 2 | 0.0% |
| Q4 2020 | 3 | $2.8M | 97,125 | 2 | 0 | 0 | 0.0% |